In a recent 13F-HR filing submitted to the Securities and Exchange Commission (SEC), Baker Tilly Wealth Management, LLC disclosed its holdings as of the end of the reporting period. The filing is significant as it provides investors and the public with insight into the investment strategies and portfolio composition of the firm. By detailing the securities held, including stocks, options, and other investments, the filing offers transparency and helps to track any changes in the firm’s investment decisions over time.
Baker Tilly Wealth Management, LLC is a well-known wealth management firm that provides a range of financial services to clients. With a focus on helping individuals and families achieve their financial goals, the firm offers personalized investment strategies and wealth planning solutions. For more information about Baker Tilly Wealth Management, LLC and its services, visit their website here.
The 13F-HR filing submitted by Baker Tilly Wealth Management, LLC is a quarterly report required by the SEC of institutional investment managers with at least $100 million in assets under management. The form discloses the firm’s holdings, including the name of the security, the class, the CUSIP number, the value of the position, and the number of shares held. This information provides valuable data for investors, analysts, and regulators to track the investment activities of institutional managers like Baker Tilly Wealth Management, LLC.
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“Baker Tilly Wealth Management, LLC Files 13F-HR Form with SEC”
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